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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
276
Roble Belko & Company
Pennsylvania
$384K – – –
SPIA
277
Steward Partners Investment Advisory
New York
$381K +$30.2K +1,254 +9%
KOMWMG
278
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$379K +$57.4K +2,385 +18%
WFMPM
279
Woodley Farra Manion Portfolio Management
Indiana
$363K +$151K +6,263 +72%
CPWM
280
Cypress Point Wealth Management
Texas
$363K – – –
MFA
281
Mayflower Financial Advisors
Massachusetts
$361K +$156K +6,500 +77%
WJA
282
Willis Johnson & Associates
Texas
$340K – – –
MCA
283
Maryland Capital Advisors
Maryland
$339K +$190K +7,893 +129%
AM
284
Atwater Malick
Pennsylvania
$337K +$71.5K +2,973 +27%
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$328K – – –
HC
286
Hurley Capital
New York
$326K +$48 +2 +0%
FW
287
FullCircle Wealth
Texas
$324K +$54.5K +2,267 +20%
VFIC
288
Valley Forge Investment Consultants
Pennsylvania
$322K -$53.1K -2,208 -14%
DWM
289
Dakota Wealth Management
Florida
$318K – – –
DCM
290
Dudley Capital Management
Virginia
$318K – – –
GCA
291
Gradient Capital Advisors
California
$316K +$38.4K +1,596 +14%
ES
292
Eagle Strategies
New York
$314K +$103K +4,293 +49%
PTC
293
Private Trust Company
Ohio
$308K +$185K +7,695 +152%
IAIM
294
International Assets Investment Management
Florida
$299K -$45.1K -1,875 -13%
PS
295
Principal Securities
Iowa
$289K – – –
MWP
296
Meredith Wealth Planning
Illinois
$289K -$890 -37 -0.3%
UCB
297
United Community Bank
South Carolina
$286K +$285K +11,840 New
KFAA
298
Klaas Financial Asset Advisors
Illinois
$275K – – –
MC
299
Moors & Cabot
Massachusetts
$271K – – –
HI
300
Harbour Investments
Wisconsin
$267K -$169K -7,035 -39%